Build and deploy secure, governed Microsoft Fabric Data Agents with Folio3.
We help organizations assess Fabric readiness, prepare data and semantic models, configure AI Data Agents, validate answer quality, integrate with Microsoft Foundry and Copilot experiences, and scale conversational analytics across the enterprise.
Trusted by organizations around the globe
Fabric Data Agent
Sales semantic model · Warehouse
Which sales regions are below their gross-margin target this quarter, and what caused the change from last quarter?
2 of 4 regions are below target. West shows the largest gap versus last quarter, driven mainly by lower-margin product mix.
Microsoft Fabric Data Agents are AI-powered conversational experiences that allow authorized users to ask questions in natural language about governed enterprise data in Microsoft Fabric. They can use approved sources such as Power BI semantic models, Lakehouses, Warehouses, and KQL databases to return relevant answers while respecting access controls on the underlying data.
Fabric Data Agents can work with approved sources such as Power BI semantic models, Lakehouses, Warehouses, and KQL databases—using OneLake as the unified data foundation where applicable.
Folio3 implements Fabric Data Agents with the data foundation, semantic context, security, validation, integration, and managed support required for enterprise use.
| Question | Direct answer |
|---|---|
| What do they do? | They enable users to ask natural-language questions about approved enterprise data in Microsoft Fabric. |
| Which data can they use? | Power BI semantic models, Lakehouses, Warehouses, and KQL databases. |
| Do they respect permissions? | Yes. Access follows the permissions applied to underlying Fabric data sources. |
| Where can users access them? | Microsoft Fabric, Microsoft Foundry, Copilot Studio, Teams, Microsoft 365 Copilot, and custom applications. |
AI Data Agents in Microsoft Fabric allow teams to interact with governed data through everyday language. A finance leader can ask why gross margin changed. A sales leader can ask which accounts need attention. An operations manager can ask where inventory risk is increasing.
Reliable responses depend on curated data sources, semantic models, KPI definitions, business terminology, agent instructions, verified examples, and testing.
Example Business Question
“Which sales regions are below their gross-margin target this quarter, and what caused the change from last quarter?”
A Fabric Data Agent can:
Move from fragmented dashboards, reporting queues, and disconnected data sources to governed, natural-language answers from your Microsoft Fabric environment.
Folio3 helps you prepare the data foundation, configure the Data Agent, validate answer quality, integrate it with Microsoft and Azure experiences, and scale it securely across your organization.
Connect the Data Agent to approved Power BI semantic models, Lakehouses, Warehouses, and KQL databases.
Define KPIs, measures, relationships, metadata, business definitions, terminology, and data ownership.
Configure agent behavior, data-source instructions, example business questions, source priorities, and rules for ambiguous requests.
Align Data Agent behavior with Microsoft Entra ID, source permissions, role-based access, row-level security, and column-level security.
Test real business questions, calculations, dates, filters, terminology, expected outputs, and access behavior before release.
Monitor usage, refine business context, manage changes, test updates, and expand the agent into additional business domains.
Folio3 provides end-to-end implementation services for organizations that need more than a basic AI chat interface.
We begin by identifying the business domains, user roles, priority questions, data sources, and measurable outcomes that will create the greatest value from your Microsoft Fabric Data Agent.
What's included
We prepare the Fabric data sources and Power BI semantic models behind the agent so answers draw on trusted data, approved logic, and clear business definitions.
What's included
Folio3 designs AI Data Agents in Microsoft Fabric around the terminology, KPIs, data relationships, decision workflows, and domain expertise your teams already use.
What's included
We configure and implement Fabric Data Agents that align with your data sources, business rules, access model, and user requirements.
What's included
Extend governed Fabric intelligence beyond analytics workspaces by bringing trusted answers into the Microsoft and Azure experiences your teams already use.
What's included
We align each Fabric Data Agent with the identity, permissions, data-governance, and compliance controls required for enterprise use.
What's included
A Data Agent should not move into production simply because it can generate a response. Folio3 validates whether it answers the right business question, uses the correct governed data, and respects the appropriate access controls.
What's included
Folio3 brings together Microsoft Fabric engineering, Power BI semantic modeling, Azure AI integration, security controls, answer-quality validation, and managed optimization in one implementation team.
We help organizations avoid the common mistake of connecting AI directly to unprepared data. Instead, we establish the governed data foundation, business context, access model, and testing process needed for trusted enterprise answers.
See how Folio3 used Microsoft Fabric reporting to improve real-estate operational efficiency for Savills.
End-to-end Fabric and Azure AI implementation
Semantic-model and business-context design
Security, permissions, and governance validation
Pilot-to-production delivery and managed optimization
Folio3 designs Microsoft Fabric Data Agent solutions around a connected architecture that brings data, business context, AI, and governance together.
ERP, CRM, Dynamics 365, Dataverse, SQL databases, APIs, files, operational systems, and third-party applications.
OneLake, Data Factory, Lakehouse, Warehouse, Real-Time Intelligence, KQL databases, Power BI, and governed data pipelines.
KPIs, measures, relationships, metadata, business definitions, verified answers, synonyms, and agent instructions.
Natural-language questions, permission-aware answers, source-grounded insights, and conversational analytics.
Microsoft Fabric, Microsoft Foundry, Copilot Studio, Microsoft 365 Copilot, Teams, Power Apps, custom portals, and business applications.
Folio3 can also strengthen the reporting and semantic layer behind your Data Agent through Microsoft Fabric and Power BI integration.
A Fabric Data Agent delivers greater value when it is available in the tools your employees already use.
Enable analysts, data teams, and business users to explore governed data through conversational questions inside the Fabric environment.
Use Fabric Data Agents as a governed enterprise-data capability within custom AI applications, broader agent workflows, and Azure-based solutions.
Connect a Fabric Data Agent to a custom Copilot Studio agent so it can use governed enterprise data to ground its answers.
Bring conversational data insights to users in the Microsoft collaboration environments they work in every day.
Embed permission-aware data conversations into internal portals, customer-facing applications, operational systems, and custom business workflows.
Available integration paths depend on Microsoft product availability, licensing, tenant settings, security configuration, and your organization’s approved architecture.
Wondering whether your Fabric environment is ready for a Data Agent? Folio3 evaluates the data, semantic model, security, business context, and deployment requirements needed for a successful implementation.
We assess data availability, quality, freshness, ownership, and suitability across your Microsoft Fabric environment.
We review measures, relationships, metadata, KPI definitions, business language, report logic, and AI-ready data-model design.
We define priority user questions, expected answers, terminology, approved sources, source priorities, and rules for ambiguous requests.
We validate identity, user roles, source permissions, row-level security, column-level security, sensitive-data requirements, and governance controls.
We recommend the best experience layer, Fabric, Microsoft Foundry, Copilot Studio, Teams, Microsoft 365 Copilot, Power Apps, or a custom application, and define the rollout approach.
Conversational analytics in Microsoft Fabric gives each team governed answers to the questions it asks most.
“Why did operating expenses exceed budget in Q3?”
Enable finance teams to ask questions about revenue, margin, expenses, cash flow, budget variance, forecast performance, and cost drivers using governed data and approved business metrics. Learn how Folio3 connects Azure, Fabric, and Copilot for financial planning.
“Which accounts need attention this month?”
Help sales leaders explore pipeline health, conversion rates, forecast variance, account performance, territory trends, and opportunities requiring attention.
“Where is inventory risk increasing?”
Give operations teams faster visibility into inventory risk, fulfillment performance, supplier trends, production issues, delivery delays, and operational exceptions.
“Which issue types are driving escalations?”
Support service leaders with questions about case volume, resolution time, service-level performance, recurring issues, escalation trends, and customer experience.
“How did we perform versus last quarter?”
Allow leaders to ask clear business questions, compare periods, understand performance drivers, and identify the decisions requiring attention.
“Which properties have the lowest occupancy?”
Surface portfolio, occupancy, maintenance, leasing, property operations, and financial insights through governed conversational analytics. Folio3’s Microsoft Fabric reporting work for Savills improved real-estate operational efficiency by 13%.
Example questions and dashboard visuals are illustrative.
Define business goals, user roles, priority questions, source systems, target outcomes, and deployment requirements.
Assess data quality, Fabric sources, semantic models, business definitions, permissions, governance, and readiness.
Configure the Data Agent, connect approved sources, create instructions, establish business context, and design the user experience.
Test business questions, answer logic, calculations, filters, security, terminology, and stakeholder acceptance.
Publish the Data Agent to Microsoft Fabric, Foundry, Copilot Studio, Teams, Microsoft 365 Copilot, Power Apps, or a custom application.
Monitor usage, improve answer quality, update business context, add sources, and scale governance as adoption grows.
| Capability | Microsoft Fabric Data Agent | Generic AI Chatbot |
|---|---|---|
| Primary purpose | Answer questions about approved Microsoft Fabric data | Provide broad conversational assistance |
| Data grounding | Uses selected Fabric sources and semantic context | Uses public knowledge, uploaded files, or custom retrieval |
| Business logic | Uses measures, relationships, metadata, instructions, and verified answers | Usually requires separate prompt and data engineering |
| Security model | Can follow underlying Fabric data permissions | Depends on the application’s identity and security architecture |
| Best use case | Governed enterprise-data analytics | General productivity and unstructured knowledge tasks |
Start with a focused business domain, demonstrate value, and create a scalable foundation for enterprise rollout.
Scope Your Fabric Data Agent PilotA pilot includes
A production Data Agent needs continuous attention as business definitions, data sources, semantic models, permissions, and user needs evolve.
Talk to a Microsoft Fabric AI SpecialistReal Folio3 projects across Microsoft Fabric, enterprise analytics, and governed AI-agent implementations.
Real Estate · Microsoft Fabric
13%Improvement in real-estate operational efficiency
Savills
Folio3 unified reporting and operational data in Microsoft Fabric to provide Savills with more timely, connected decision support.
Read the Case Study: Microsoft Fabric Reporting Boosts Real Estate Operational Efficiency
Petrochemicals · Copilot Studio agent
Up to 90%Faster report preparation
Saudi petrochemical producer
A multi-agent assistant answers document questions in plain language from approved SharePoint content with citations and produces on-demand status reports.
Read the Case Study: Grounded Compliance Agent for Controlled Documents
Government · Copilot Studio agent
60%Increase in HR productivity
Real Estate Regulation Company
Employees get 24/7 natural-language answers backed by official HR documentation, with guardrails that keep responses on-topic and compliant.
Read the Case Study: AI HR Policy Agent Grounded in Approved Policy
Agriculture · Microsoft Fabric
Real-timeFinance, Sales & Inventory view
Weaver Popcorn Hybrids
Replaced manual Business Central reporting with automated, pre-built Fabric dashboards and KPI tracking against budget and historical benchmarks.
Read the Case Study: IntelliFabric Dashboards on Microsoft Fabric1–2 / 4
Talk to an Azure engineer
Tell us about your Microsoft Fabric environment, priority business questions, and target users. Our team will assess your readiness and recommend the right implementation path, pilot scope, and deployment approach.